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increasing steps in tax reform

Potential Impacts of Biden Tax Plan w Chris Pegg

During this 45-minute webinar, Chris Pegg will discuss the current tax reform proposals and how they may impact clients' plans.  Tune in to learn more about potential changes to: Income tax Capital gains tax Social Security Restrictions on like-kind exchanges Tax deduction limitations Reductions of tax exemptions Recognition of "death events" Wealth tax Chris will also

increasing steps in tax reform

Potential Impacts of Biden Tax Plan w Chris Pegg (Re-Presenting)

Re-Presenting by popular request During this 45-minute webinar, Chris Pegg will discuss the current tax reform proposals and how they may impact clients' plans.  Tune in to learn more about potential changes to: Income tax Capital gains tax Social Security Restrictions on like-kind exchanges Tax deduction limitations Reductions of tax exemptions Recognition of "death events" Wealth

What Can Go Wrong? Mkt Update w Jeff Brown

Brown Wealth Mgt will host a short webinar as we share our latest take on recent market performance and provide an opportunity for Q&A. Please feel free to send your questions ahead of time to awilliams@brownwealthmgt.com. REGISTER HERE

Planning for a Business Exit Event w Chris Pegg

During this 45-minute webinar, Chris Pegg will discuss business succession considerations, particularly in tumultuous times.  Tune in to learn more about: Available options Paths for transfer (third-party sale, inter-family transfers, sale to management or key employees, ESOP programs, etc.) Pre-sale planning Sale structures Tax considerations Operations and logistics Chris will also offer an optional Q&A

Tax Law Update & Year-End Tax Planning 2021

With tax reform proposals circulating in Washington, Chris Pegg shares on update for our community to stay abreast of potential changes as we approach year-end. Will also include an opportunity for Q&A.

Market Outlook 2022: The Year of Reversals?

After a year of rising stock prices, soaring home prices, record inflation, and low volatility, will some of these trends begin to reverse in 2022?  BWM will host a short webinar on these topics and more and provide an opportunity for Q&A.  Click here to register.

Family Dynamics w Chris Pegg

During this 45-minute webinar, Chris Pegg will discuss ways families can successfully leverage wealth to provide personal fulfilment and improve family relations. Additional details coming soon and date subject to change.  

12348 High Bluff Drive, Suite 200, San Diego, CA 92130

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